Life After Selling Your Business and Important Planning Considerations Pre/Post Sale

GREATER NASHVILLE CHAPTER EVENT

Life After Selling Your Business and Important Planning Considerations Pre/Post Sale


Often overlooked in the preparation of selling your business are key planning considerations on how much of the proceeds you actually keep and how happy you are excluding financial factors.  This presentation will explore where to start and how far in advance you should begin the planning process.  We will use case studies from real transitions to explore this journey.

 

Learning Objectives:

  • How to take control of your financial situation
  • Impactful pre and post-sale strategies
  • Life after the sale considerations

 

About the Presenters:

Learn from industry experts Gary Rzucidlo, Senior Wealth Director, and Karen Havey, Family Wealth Strategist about life after selling your business.

Meet the Presenters

 

Thanks to our Sponsors:

This meeting will be held at the Bradley Arant Boult Cummings Law Offices.

Address: Roundabout Plaza, 1600 Division Street, Suite 700, Nashville, TN 37203

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPINashville.org.

About the Presenters


Gary A. Rzucidlo, CEPA

Gary A. Rzucidlo, CEPA

Senior Wealth Director,
BNY Mellon Wealth Management

VIEW BIO

Karen Kurtz Havey, J.D., LL.M

Karen Kurtz Havey, J.D., LL.M

Family Wealth Strategist,
BNY Mellon Wealth Management

VIEW BIO


Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP® Hour (pending approval)

 

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at JKoza@Exit-Planning-Institute.org.